Purchases and Sales Made in Q3 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES GOLD TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
13.8K+ 6.48% |
$483K - $518K
|
227K
$11.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 132.49% |
$481K - $515K
|
24.1K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 1.32% |
$477K - $511K
|
1.05M
$53.4M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13.2K+ 15.36% |
$463K - $496K
|
99.5K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.1K+ 107.99% |
$457K - $490K
|
25.2K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13K+ 112.2% |
$455K - $488K
|
24.6K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
13K+ 201.85% |
$455K - $488K
|
19.5K
$992K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
12.7K+ 20.44% |
$444K - $475K
|
74.7K
$3.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
12.4K+ 3.76% |
$433K - $464K
|
341K
$17.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 6.96% |
$432K - $463K
|
190K
$9.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 28.98% |
$432K - $463K
|
55K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11.6K+ 1.43% |
$405K - $434K
|
823K
$42M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.5K+ 67.59% |
$401K - $429K
|
28.4K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.2K+ 8.62% |
$391K - $419K
|
141K
$7.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
10.9K+ 3.71% |
$383K - $410K
|
306K
$15.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.8K+ 168.11% |
$379K - $406K
|
17.3K
$881K
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
10.4K+ 7.51% |
$366K - $392K
|
150K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$365K - $391K
|
10.4K
$532K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 3.24% |
$362K - $388K
|
330K
$16.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10K+ 10.43% |
$350K - $375K
|
106K
$5.4M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.79K+ 34.95% |
$343K - $367K
|
37.8K
$1.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
9.77K+ 2.66% |
$342K - $366K
|
377K
$19.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
9.49KNew |
$332K - $356K
|
9.49K
$484K
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
9.37K+ 2.21% |
$328K - $351K
|
434K
$22.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.22K+ 5.88% |
$322K - $345K
|
166K
$8.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.15K+ 142.84% |
$320K - $343K
|
15.6K
$793K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.03K+ 8.56% |
$316K - $338K
|
114K
$5.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
8.98K+ 4.28% |
$314K - $336K
|
219K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.37K+ 4.78% |
$293K - $314K
|
184K
$9.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
8.33K+ 7.6% |
$291K - $312K
|
118K
$6.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.3K+ 3.97% |
$291K - $311K
|
217K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
8.13K+ 3.53% |
$284K - $305K
|
238K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.05KNew |
$282K - $302K
|
8.05K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.97KNew |
$279K - $299K
|
7.97K
$407K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7.97K+ 25.31% |
$279K - $299K
|
39.5K
$2.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.89K+ 1.27% |
$276K - $296K
|
631K
$32.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.73K+ 9.1% |
$271K - $290K
|
92.7K
$4.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
7.68K+ 99.97% |
$269K - $288K
|
15.4K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
7.64K+ 3.05% |
$267K - $286K
|
258K
$13.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
7.39KNew |
$259K - $277K
|
7.39K
$377K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.02K+ 13.16% |
$246K - $263K
|
60.3K
$3.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
6.92K+ 4.28% |
$242K - $259K
|
168K
$8.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.9K+ 1.61% |
$241K - $258K
|
435K
$22.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.89KNew |
$241K - $258K
|
6.89K
$351K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
6.85K+ 0.5% |
$240K - $257K
|
1.36M
$69.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.73KNew |
$235K - $252K
|
6.73K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
6.5K+ 0.27% |
$227K - $244K
|
2.44M
$124M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
6.46K+ 0.99% |
$226K - $242K
|
658K
$33.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.26K+ 6.72% |
$219K - $235K
|
99.5K
$5.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.21K+ 5.51% |
$217K - $233K
|
119K
$6.07M
|